Marketing Automation Manager

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an excellent opportunity for a Marketing Automation Manager who will be responsible for driving the strategic execution and optimization of Wealth Enhancement Group’s marketing automation programs using Salesforce Marketing Cloud (SFMC). This role serves as the connective tissue between campaign strategy, marketing operations, and analytics, ensuring the effective orchestration of automated programs across channels. This role will create automated journeys, segment audiences, personalize content, and analyze data to optimize campaign and system performance, while ensuring compliance with marketing best practices and data privacy regulations.

Unlike the Marketing Automation Lead, who is primarily a technical executor and “power user” within Marketing Cloud, the Manager is accountable for program-level ownership, cross-functional alignment, and advancing the maturity of the marketing automation platform and best practices across the organization. (This is a 100% remote role)

In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000.00 to $120,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Program Strategy & Orchestration

• Translate organizational marketing objectives into actionable automation strategies and multi-step journeys in Salesforce Marketing Cloud (SFMC).

• Partner with Integrated Marketing, Advisor Marketing, and cross-functional teams to ensure campaign automation aligns with client lifecycle, segmentation, and personalization goals.

• Serve as a key advisor to stakeholders, providing strategic consultation on automation capabilities, targeting logic, and campaign design.

• Drive adoption of testing methodologies (test-and-learn, control groups, personalization tactics) to continuously improve performance.

Operational Excellence & Optimization

• Establish and enforce best practices in campaign execution, compliance, and deliverability.

• Monitor, audit, and optimize existing automation programs to maximize client engagement, lead conversion, and retention.

• Partner with Product Marketing and Data teams to ensure data integrity, governance, and integration between Salesforce CRM and SFMC.

• Lead initiatives that streamline processes and increase efficiency across the automation workflow.

Analytics & Performance Management

• Define KPIs and measurement frameworks for automated programs.

• Conduct performance reviews of campaigns, reporting insights back to leadership and stakeholders.

• Translate data into actionable recommendations to refine targeting, content personalization, and sequencing strategies.

• Maintain a repository of learnings, benchmarks, and testing results to guide ongoing improvements.

Thought Leadership & Enablement

• Stay current on marketing automation trends, technology enhancements, and regulatory requirements.

• Share expertise with the broader marketing team, enabling colleagues to leverage automation more effectively.

• Partner with the Director of Program Management, Nurture and Marketing Initiatives on strategic initiatives, roadmap development and vendor evaluation.

• Serve as the primary subject matter expert and escalation point for complex campaign automation issues within SFMC

Education/Qualifications

• Education: Bachelor’s degree in Marketing, Communications, Business, or related field.

• Experience:

  • 5–7 years of marketing automation experience, with at least 3 years direct experience in Salesforce Marketing Cloud Administration.

  • Proven track record in designing and managing large-scale automation programs across multiple customer segments.

  • Experience translating marketing goals into technical automation requirements.

  • Strong understanding of Salesforce CRM data structures, segmentation, and campaign analytics.

Skills & Competencies:

• Strategic thinker with ability to balance vision and execution.

• Advanced analytical skills with ability to generate insights from data.

• Excellent project management and cross-functional collaboration skills.

• Experienced with SQL, data integrations, reporting, and AI prompting

• Strong written and verbal communication skills.

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WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at this level is $95,300.00 to $152,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.